Melissa Holding is Board Member and Director of Wealth Management of The Huntington Investment, is a control person of the firm and directly owns under 5% of it.
The Huntington Investment Company is a Columbus, OH firm with $7.89B under management, 42,398 clients and 415 advisers across 788 offices, as of its August 2026 filing.
Melissa Holding’s longest registration was 10 years at BB&T Investment Services, Inc. (2007–2018).
- Ameriprise Financial Services, LLCAlso current– present · under a yearColumbus, OH · Adviser representative · Firm CRD 6363
- Truist Advisory Services, Inc.– · 3 yearsCharlotte, NC · Adviser representative · Firm CRD 283390
- BB&T Securities, LLC– · 3 yearsRichmond, VA · Adviser representative · Firm CRD 142785
- BB&T Investment Services, Inc.– · 10 yearsCharlotte, NC · Adviser representative · Firm CRD 33856
- BB&T Asset Management, Inc.– · 2 yearsRaleigh, NC · Adviser representative · Firm CRD 108443
- BB&T Investment Services, Inc.– · under a yearCharlotte, NC · Adviser representative · Firm CRD 33856
- BB&T Asset Management, Inc.– · 1 yearRaleigh, NC · Adviser representative · Firm CRD 108443
Investment adviser representative registrations
Melissa Holding is registered as an investment adviser representative in Ohio, since October 2026.
- OhioSince 16 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 30 December 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 April 2008 |
| Series 7 | General Securities Representative Examination | 15 May 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 4 September 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 4621076
- Firm
- The Huntington Investment · CRD 16986
- Role
- Board Member; Director of Wealth Management
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Melissa Holding work?
Melissa Holding is Board Member; Director of Wealth Management of The Huntington Investment Company, and is a control person of the firm.
Is Melissa Holding a financial advisor?
Yes. Melissa Holding has a current investment-adviser registration in Ohio.
How many years of experience does Melissa Holding have?
Melissa Holding has 23 years in the financial industry, since May 2003, across 6 adviser firms.
What exams has Melissa Holding passed?
Melissa Holding has passed 4 licensing exams: the Series 65, Series 7, Series 63 and Series 24. The earliest, the Series 65, was passed in September 2001. FINRA credited Melissa Holding with the SIE, which began in October 2018.
Where was Melissa Holding previously registered as an investment adviser?
Melissa Holding has past investment-adviser registrations through Huntington Financial Advisors, February 2024 to October 2026; Truist Advisory Services, Inc., November 2020 to January 2024; BB&T Securities, LLC, January 2018 to February 2021; BB&T Investment Services, Inc., March 2007 to January 2018; BB&T Asset Management, Inc., July 2004 to January 2007; BB&T Investment Services, Inc., April 2004 to July 2004; BB&T Asset Management, Inc., January 2003 to April 2004, across 6 firms.
Is Melissa Holding registered with FINRA?
Yes. Melissa Holding has a current broker registration, under CRD 4621076.
Source: FINRA BrokerCheck
How can I verify Melissa Holding’s record?
Search CRD 4621076 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Melissa Holding’s full registration record.
- Michael MiroballiPresident
- Stephen RichardsonChief Financial Officer
- Michael MiroballiChief Operating Officer
- Cynthia ForestaChief Compliance Officer
- Monica Vickman BallardSecretary
- Jeffrey BoardmanConflict Officer
- Michael BrunnerROSFP
- Michael BrunnerMunicipal Principal
- Erica DuncanBoard Member
- Michael ErdelyiPrincipal Operations Officer
- Emily FergusonChief Technology Officer
- Melanie HamiltonPrincipal Financial Officer
- Shawn Patrick LoughBoard Member
- Michael MiroballiBoard Member
- Stephen RichardsonFINOP
- Greg SmithAml Officer